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AWM

Angeles Wealth Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84B
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$7.27M
3
+$6.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$6.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.59M

Top Sells

1
+$7.18M
2
+$1.92M
3
+$1.41M
4
INTU icon
Intuit
INTU
+$1.38M
5
CRI icon
Carter's
CRI
+$1.3M

Sector Composition

1 Technology 9.51%
2 Financials 3.86%
3 Consumer Discretionary 3.2%
4 Communication Services 2.7%
5 Healthcare 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
176
Deere & Co
DE
$156B
$718K 0.04%
1,271
+136
KNF icon
177
Knife River
KNF
$4.24B
$707K 0.04%
8,661
+90
SAFE
178
Safehold
SAFE
$1.14B
$703K 0.04%
51,252
VO icon
179
Vanguard Mid-Cap ETF
VO
$103B
$694K 0.04%
9,660
+588
NKE icon
180
Nike
NKE
$65.6B
$679K 0.04%
12,756
-516
HON icon
181
Honeywell
HON
$135B
$674K 0.04%
2,982
+194
GLW icon
182
Corning
GLW
$161B
$668K 0.04%
4,910
-8
SPOT icon
183
Spotify
SPOT
$103B
$662K 0.04%
1,366
+986
RBC icon
184
RBC Bearings
RBC
$19B
$662K 0.04%
1,219
-230
NVS icon
185
Novartis
NVS
$282B
$655K 0.04%
4,286
+1,086
SYK icon
186
Stryker
SYK
$118B
$654K 0.04%
1,986
+77
MCK icon
187
McKesson
MCK
$91.3B
$654K 0.04%
755
+189
MMM icon
188
3M
MMM
$81.5B
$640K 0.03%
4,407
-26
XLF icon
189
State Street Financial Select Sector SPDR ETF
XLF
$49.3B
$639K 0.03%
12,942
+2,322
BNY
190
Bank of New York Mellon
BNY
$98.2B
$637K 0.03%
5,372
+913
ECL icon
191
Ecolab
ECL
$73.6B
$636K 0.03%
2,384
+122
TOST icon
192
Toast
TOST
$14.3B
$635K 0.03%
23,949
+1,029
CB icon
193
Chubb
CB
$125B
$631K 0.03%
1,931
+238
KMI icon
194
Kinder Morgan
KMI
$69.4B
$630K 0.03%
18,776
+534
SBUX icon
195
Starbucks
SBUX
$110B
$623K 0.03%
6,951
+900
ZION icon
196
Zions Bancorporation
ZION
$9.54B
$617K 0.03%
10,705
-21
SHEL icon
197
Shell
SHEL
$238B
$615K 0.03%
6,611
+2,016
VRTX icon
198
Vertex Pharmaceuticals
VRTX
$113B
$614K 0.03%
1,376
+208
AVUS icon
199
Avantis US Equity ETF
AVUS
$13.2B
$612K 0.03%
5,505
WELL icon
200
Welltower
WELL
$142B
$612K 0.03%
3,095
+1,225
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